See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,862 | $102,966-86.5% | $90,281-84.6% | $152,861-90.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,599 | $3,139-17.2% | $2,854-8.9% | $4,762-45.4% |
| Participant deferral / active EE | $863 | $4,281-79.9% | $3,885-77.8% | $5,850-85.3% |
| Admin fee / account holder | $10 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |